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paying up for cheap beer in Hanoi

About fifteen years ago my wife-to-be and I enjoyed a street-side beer in Hanoi that cost us 20 cents. A minor scooter mishap might have...

requiem for a jumbo jet

In the third quarter it was reported that Boeing will cease production of the iconic 747 ‘Jumbo Jet’ after the last few orders come off...

future vision: EssilorLuxxotica

March 2020 was one of the most volatile months in the history of the stock market. The S&P500's decline of 12% on Monday the 16th of...

being idle with confidence

In very simple terms our goal at Phronimos is to acquire shares in either 1) outstanding businesses at a reasonable price, or 2) in...

mighty mouse

The Disney + streaming service achieved 10m subs within just days of launch, far exceeding the expectations of analysts. Disney had...

the era of passive dominance begins

The US stock market just crossed a major threshold. For the first time in history the assets in passive mutual funds and exchange-traded...

Bayer beware: what are we missing?

Bayer's share price has been monkey-hammered from a high of EUR 116 two years ago to EUR 53. Depending on the size of the ultimate...